Private Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Private Wealth Management Group’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$587K	Buy	1,041 +283	+37%	+$173K	0.14%	57
2026 Q1	$434K	Buy	758 +130	+21%	+$83.3K	0.11%	60
2025 Q4	$415K	Sell	628 -18	-3%	-$12K	0.11%	61
2025 Q3	$474K	Buy	646 +2	+0.3%	+$1.49K	0.13%	56
2025 Q2	$475K	Sell	644 -1	-0.2%	-$618	0.16%	52
2025 Q1	$372K	Buy	645 +57	+10%	+$36.8K	0.14%	58
2024 Q4	$344K	Buy	588 +53	+10%	+$31.1K	0.13%	61
2024 Q3	$306K	Hold	535	–	–	0.12%	63
2024 Q2	$270K	Buy	535 +49	+10%	+$23.8K	0.12%	65
2024 Q1	$236K	Sell	486 -5	-1%	-$2.23K	0.11%	62
2023 Q4	$174K	Buy	+491	New	+$160K	0.09%	73

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Private Wealth Management Group's META Position: Q2 2026 in Review

Private Wealth Management Group increased its Meta Platforms (Facebook) (META) stake by 37% in Q2 2026, buying an estimated $173K and bringing the position to 1,041 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #57.

Private Wealth Management Group first reported a position in META in Q4 2023 and has held it in 11 quarters since. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Private Wealth Management Group held 1,041 shares of Meta Platforms (Facebook) worth $587K as of Q2 2026.
Private Wealth Management Group bought 283 Meta Platforms (Facebook) shares in Q2 2026, an estimated $173K.
Meta Platforms (Facebook) made up 0.14% of Private Wealth Management Group's portfolio in Q2 2026, its #57 holding.
Private Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.